Build a Table

engini’s tables serve as the central repository for consolidating all pertinent information and facilitating essential work processes while the table structure is adaptable to accommodate the specific requirements of each team or organization, it consists of fundamental components, which will be elaborated upon in the documentation create your table you can add one or more tables to the same workbook by clicking on ‘new table’ and changing the name of the table from ‘new table1’ for more details of workbooks https //help engini ai/create folderstables create button click create if you are ready to create the table create columns to add column, simply click on the + sign in the far right of the table’s column section choose the column type you want from the dropdown menu you will be able to view various types of columns later in the guide name the column fill the rows with current data in order to do actions in a specific column, open an existing column menu in the right side of the column by clicking on the three dots (deferent field types may have other options) filters take your table customization up a notch with a filter this feature lets you show off specific info in your table, tailored to your display needs click on ‘filters’ to filter click on "new filter" press select and choose the column you want to filter use this section to define and apply filters in order to display only the relevant data field selector choose the field (column) you want to filter by condition selector select the condition or operator to apply to the chosen field value input enter or select the value that will be used for filtering based on the selected condition delete filter removes the current filter from the list new filter adds an additional filter so you can combine multiple conditions apply applies all defined filters and updates the displayed data accordingly people filter the people filter provides several conditions for filtering records based on users assigned to a people field is equal shows records where the people field matches one specific selected user exactly is not equal excludes records where the people field matches the selected user is empty shows records where no user has been assigned to the people field is not empty shows records where at least one user has been assigned to the people field note all the options are including me (dynamic) to automatically filter records associated with the current user date filter the date filter has various conditions and we specify them here is shows records that match a specific date exactly (e g , only items scheduled for december 25th) is not excludes a specific date it shows every record except for the one day you select is in the next this creates a rolling window for future dates you enter a specific number and choose the time unit, such as days, weeks, or months the filter automatically updates every day to show what is coming up relative to the current date is in the last this creates a rolling window for past dates it is used to track recently modified or completed items set a number and a unit to define how far back the filter should look from today is between filters for a fixed range you select a start date and an end date from the calendar to see all records within that specific timeframe is on or after shows records from a specific date forward this is often used to see everything starting from today is before shows records that occur before a chosen date this helps identify older entries or overdue tasks is empty filters for records where no date has been entered this is useful for finding items that still need to be scheduled is not empty filters for any record that contains a date this allows you to hide all unscheduled items sort the sort option allows you to organize the records in the table based on one or more fields this helps you view your data in a structured and meaningful order click on 'sort' to sort click at 'new sort' the filters panel allows you to refine and display specific records by defining conditions based on selected fields and values field selector choose the field (column) you want to sort by sort direction select the order of sorting (ascending or descending) to determine how the data will be arranged delete sort removes the current sorting rule from the list new sort adds an additional sorting rule so you can sort by multiple fields in a prioritized order clear all delete all the sorts created apply applies all defined sorting rules and updates the displayed data accordingly table record drag and drop you can manually reorder records in a table using drag and drop to move a record, click and hold the record without releasing, then drag it to the desired position in the table once the record is in the right place, release the click to drop it this allows you to quickly adjust the order of records based on priority, workflow, or your team’s current focus group by the group by option allows you to organize and segment your table records into visual groups based on a specific field this helps you break down your data into clear, manageable sections for better tracking click the group by option in the table toolbar to open the settings menu use the first dropdown to choose the specific field you want to group your records by (e g , status, people, or connect table) set the sorting order for your groups (e g , ascending or descending) toggle the "show empty groups" checkbox to decide whether groups with zero records should remain visible click the "save to view" button to apply and lock this layout for the current table view open record use the open button to display the selected record in the side panel for editing and collaboration note you can drag the edge of the open record panel left or right to resize it according to your needs comments you can add and edit comments on any row in your table to provide additional information, share feedback, or collaborate with teammates click on the comment icon a new window will pop up on the right side, click on “write a comment” text editor enter and format your message using the toolbar (font style, color, alignment, lists, and more) cancel closes the window without saving any changes add / upload allows you to attach or add additional content (such as files or elements) to the message(image) choose to sent / cancel the comment once you send the comment, the row will show that it has one comment you or your colleagues can then reply to it by clicking the “replay” button, and the number of comments will increase accordingly once you cancel the comment, it won’t appear and the comment count will remain unchanged when you click the three dots on the right, a window opens with three options reply opens a reply field to respond directly to the selected message edit allows you to modify the content of the message delete permanently removes the message from the conversation record card the record card provides a complete overview of a selected record by displaying all of its fields on a single page it allows you to review and update record information directly from the record drawer without navigating between individual columns in the table click on a record in the table to open its record drawer select the record card tab from the record drawer the record card displays all available record fields in one organized view click on the field you want to update fields in the record card can be updated in the same way as fields in the table view enter or select the new value according to the field type changes made in the record card are applied to the same record in the table when a field is updated, the relevant notifications and automations are triggered in the same way as when the field is updated directly from the table view visibility enhance your data presentation by altering the view of the original table or creating an additional view we let you filter various column types, like status, labels, text, people, numbers, and more this approach gives you a new outlook on your data, leading to improved data readability and a better understanding of the most important info you need right now click on 'visibility' the columns visibility panel allows you to control which columns are shown or hidden in the table and customize their order in the current view shown in view displays all columns that are currently visible in the table view column list / reorder handle shows the visible columns and allows you to drag and reorder them to change their position in the table hide all hides all currently visible columns from the view visibility toggle (eye icon) allows you to hide or show a specific column in the view show all displays all hidden columns back in the view save to view saves the current column visibility settings to the selected view if not saved, the changes will not persist after refreshing the page settings the table settings menu allows you to manage and configure various aspects of the table you can access it by clicking the three dot menu in the top right corner of the table from this menu, you can perform the following actions rename change the name of the table switch to rtl adjust the table layout to a right to left orientation ltr (default) rtl copy link copy a direct link to the table for easy sharing when copying the link, a message should appear at the bottom indicating that the link has been copied duplicate create a copy of the table with the same structure and data the “table duplicated” message should appear at the bottom the user should be redirected directly to the duplicated table (a table with the same fields as the original, but without any records) move to folder move the table to a different folder within the workspace click on the three dots ••• on the right side of the table you want to move to another workbook click on ‘move to folder’ select the folder you want to move the table to (the current folder is marked with a checkmark, as shown in the image) after selecting a folder, the following message appears, and you need to confirm moving the table to the selected folder permissions manage access and define who can view or edit the table export export the table data for external use (supported in excel format only ) delete permanently remove the table after clicking delete, a confirmation message appears to verify the deletion of the table navigating between tables now, inside any table, you have the option to view your folders and tables and navigate between them without leaving your current workspace click on "open navigation" on the top left side of your table toolbar expand folders and click directly on a specific folder or table to be navigated to it instantly or use the search option at the top of the expanded navigation tree to quickly find and jump to a specific table or folder by name